The next 24 months to three years
After completing the launch of the advisory app and adding new features and capabilities to the portfolio management app, we’ll extend the offering with a dedicated CIO view integration application. This will allow a CIO to analyse, track and incorporate investment committee views into tactical asset allocations and model portfolios.
Our dashboard will allow users to cover the entire wealth management life cycle, including structuring bespoke products, obtaining analytics across non-listed, illiquid instruments and leveraging optimization to allow users to cater to demanding clients in the high net worth and ultra-high net worth segment.
Besides covering the wealth management life cycle, we’re also aiming to offer our platform to asset managers across the industry, including independent asset managers.